Ashton Thomas Private Wealth’s Axos Financial AX Stock Holding History

Ashton Thomas Private Wealth’s Portfolio AX Stock Details AX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$418K	Buy	4,834 +64	+1%	+$6.17K	0.01%	857
2026 Q2	$465K	Sell	4,770 -46	-1%	-$4.14K	0.01%	811
2026 Q1	$410K	Buy	4,816 +1,321	+38%	+$120K	0.01%	783
2025 Q4	$301K	Buy	3,495 +113	+3%	+$9.31K	0.01%	818
2025 Q3	$286K	Buy	3,382 +130	+4%	+$11.3K	0.01%	814
2025 Q2	$247K	Sell	3,252 -44	-1%	-$2.97K	0.01%	745
2025 Q1	$213K	Buy	3,296 +67	+2%	+$4.54K	0.01%	761
2024 Q4	$226K	Buy	+3,229	New	+$236K	0.01%	720
2024 Q3	–	Sell	-3,144	Closed	-$180K	–	712
2024 Q2	$180K	Buy	+3,144	New	+$171K	0.01%	587

Other funds holding AX

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.64B AUM 71.19% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

Shaker Investments Cleveland, Ohio $268M AUM 52.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Ashton Thomas Private Wealth's AX Position: Q3 2026 in Review

Ashton Thomas Private Wealth increased its Axos Financial (AX) stake by 1.3% in Q3 2026, buying an estimated $6.17K and bringing the position to 4,834 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #857.

Ashton Thomas Private Wealth first reported a position in AX in Q2 2024 and has held it in 9 quarters since. The position peaked at $465K in Q2 2026. 178 funds tracked by Wall St. Rank hold AX as of Q3 2026.

Ashton Thomas Private Wealth held 4,834 shares of Axos Financial worth $418K as of Q3 2026.
Ashton Thomas Private Wealth bought 64 Axos Financial shares in Q3 2026, an estimated $6.17K.
Axos Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #857 holding.
Ashton Thomas Private Wealth first reported a position in Axos Financial in Q2 2024 and has held it in 9 quarters since.
Ashton Thomas Private Wealth's Axos Financial position peaked at $465K in Q2 2026.
178 funds tracked by Wall St. Rank held Axos Financial as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.